Portfolio
Management
Services
Explore our specialized
Portfolio Management Solutions (PMS),
crafted to align with your investment goals
Our Objective
Our core objective across all PMS offerings remains the same
Our common objective to generate long term capital appreciation and Superior Risk Adjusted Returns for investors in the long run by creating alpha through selection of a basket of high-quality listed companies across market capitalizations.
Key Terms
Key Highlights
| Particulars | Quest Flagship | Quest Multi | Quest Focus |
|---|---|---|---|
| Launch date | 12-Oct-07 | 13-Aug-14 | 24-May-16 |
| Benchmark | BSE 500 TRI | BSE 500 TRI | BSE 500 TRI |
| Bias (market cap) | Large cap | Market cap agnostic | Market cap agnostic |
| Time-weighted rate of return (TWRR) (since inception) | 17.53% | 18.19% | 15.48% |
| Top three sectors | Consumer, private banks and pharma and healthcare | Consumer, industrials and pharma & healthcare | Pharma and healthcare, consumer and private banks |
| Top three sectors (% of total) | 44.9% | 39.1% | 48.1% |
Disclaimer: The data points and returns are as on 31st January 2025. The performance-related information provided has not been verified by SEBI. Returns are calculated on a TWRR basis and are post all expenses and fees.
Onboarding Options Regular and Direct
Clients have two options for utilising PMS solutions effectively:
The regular option, which involves onboarding through intermediaries
Direct onboarding, which eliminates the intervention of intermediaries
Clients opting for direct onboarding must pay fees as per the PMS agreement with Quest, which typically cover management and/or performance fees, in addition to portfolio operating expenses. No additional charges, such as commissions, will be levied.